Grab Holdings Limited (GRAB) Q2 2025 Earnings Call Transcript
Grab Holdings Limited (NASDAQ:GRAB ) Q2 2025 Earnings Conference Call July 30, 2025 8:00 PM ET Company Participants Alexander Charles Hungate - President & COO Douglas Eu - Director of Investor Relations & Strategic Finance Peter Oey - CFO & Director Ping Yeow Tan - Co-Founder, Chairman & CEO Conference Call Participants Alicia Yap - Citigroup Inc., Research Division Divya Gangahar Kothiyal - Morgan Stanley, Research Division Jiong Shao - Barclays Bank PLC, Research Division Mark Stephen F. Mahaney - Evercore ISI Institutional Equities, Research Division Pang Vittayaamnuaykoon - Goldman Sachs Group, Inc., Research Division Piyush Choudhary - HSBC Global Investment Research Ranjan Sharma - JPMorgan Chase & Co, Research Division Operator Ladies and gentlemen, thank you for joining us today.
Grab: Southeast Asia's SuperApp Destined For Growth
Grab is a diversified super-app in Southeast Asia, combining ride-hailing, food delivery, and digital payments, creating a massive growth opportunity. With ~$6 billion in cash, a potentially successful M&A with GoTo could lead to a larger market share. Grab's strong brand, market dominance, and lack of major competitors position it as a long-term winner as Southeast Asia's digital economy grows.
Grab Holdings Limited (GRAB) is Attracting Investor Attention: Here is What You Should Know
Recently, Zacks.com users have been paying close attention to Grab (GRAB). This makes it worthwhile to examine what the stock has in store.
Is Grab (GRAB) a Buy as Wall Street Analysts Look Optimistic?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Why Grab Holdings Limited (GRAB) Outpaced the Stock Market Today
Grab Holdings Limited (GRAB) concluded the recent trading session at $5.25, signifying a +2.34% move from its prior day's close.
Grab Holdings Limited (GRAB) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Grab (GRAB) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Grab Holdings Needs More To Rerate
Grab Holdings' investment thesis hinges on fintech expansion, ecosystem potential, and strategic M&A optionality, but current growth potential in core businesses remains modest. Valuation already prices in significant optimism around profitability and fintech. Further upside depends on flawless execution and materializing optionalities. Strong cash position and self-funding status provide operational flexibility for M&A, fintech growth, and weathering macro headwinds.
It's Time To Grab Grab By The Horns
Grab is a dominant super-app in Southeast Asia, benefiting from strong economic growth, rising incomes, and stable population trends in the region. The company's diversified offerings—rideshare, food, and non-food delivery—position it for continued expansion as e-commerce grows in Southeast Asia. While not especially profitable, GRAB's impressive revenue growth, strong cash position, and high operating margins suggest significant long-term potential.
Why the Market Dipped But Grab Holdings Limited (GRAB) Gained Today
In the most recent trading session, Grab Holdings Limited (GRAB) closed at $4.95, indicating a +1.64% shift from the previous trading day.
Grab: $1.5 Billion Secured For Potential Acquisitions
Grab Holdings dominates Southeast Asia's mobility and fintech sectors, offering unique exposure to the region's growth and tourism recovery potential. The company has achieved impressive revenue growth and is approaching profitability, with strong financial health and minimal debt. Recent $1.5B convertible note issuance signals potential for major investments or acquisitions, further enhancing growth prospects.
Brokers Suggest Investing in Grab (GRAB): Read This Before Placing a Bet
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Grab Holdings Limited (GRAB) Sees a More Significant Dip Than Broader Market: Some Facts to Know
In the closing of the recent trading day, Grab Holdings Limited (GRAB) stood at $4.93, denoting a -1.99% move from the preceding trading day.
